Join @MichaelSikand and @KawzInvests as they use thematic analysis and narrative driven alpha to find stocks with multi-bagger potential.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 3 months ago | Last Issue | 7 days ago |
| Active | |||||
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asymmetricalbets.substack.comLatest Issues
Penguin: Own The AI Factory Platform At A $2B Market Cap
$2B AI stock Penguin Solutions is up 80% in the last month but we think the market still underestimates its role integrating the most critical AI infrastructure.
We’ve covered photonics.
AAOI Q1 Earnings: Explosive 1.6T Ramp
Q1 came in at the low end of guide. Then Management spent 45 minutes on the call rewriting the entire 2027 model.
If you only read the headlines and watched the chart after AAOI’s Q1 earnings, you’d think the story just shattered.
$AAOI Reports Tomorrow. Here's What We're Watching.
Two months and a 300% rip later, our February $AAOI call faces its first real test ahead of a critical ER.
When we first called out Applied Optoelectronics as a photonics beneficiary in our first ever Substack article on February 18…
Qualcomm: The CPU Supercycle's Dark Horse Just Hooked Its Hyperscaler
The market is falling back in love with CPUs. Today's confirmed hyperscaler customer could put this cheap legacy smartphone chipmaker into prime territory for AI re-rating.
If you read our CPU report this week, we flagged Qualcomm as the m...
Breaking Down The CPU Shortage
The CPU to GPU ratio is going from 1:8 to 1:1. Cores per gigawatt are rising 4x. We think the bottleneck is still underestimated.
Everyone is suddenly talking about CPUs. Today we’re going to tell you why.
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Join @MichaelSikand and @KawzInvests as they use thematic analysis and narrative driven alpha to find stocks with multi-bagger potential.
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